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Liberty Wealth Management’s Ralph Lauren RL Stock Holding History

Liberty Wealth Management’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-293
Closed -$28K – 954
2019
Q3 		$28K Sell
293
-4
-1% -$396 0.03% 336
2019
Q2 		$34K Sell
297
-6
-2% -$719 0.03% 315
2019
Q1 		$39K Sell
303
-18
-6% -$2.14K 0.03% 235
2018
Q4 		$33K Buy
+321
New +$37.8K 0.02% 247

Other funds holding RL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liberty Wealth Management's RL Position: Q4 2019 in Review

Liberty Wealth Management sold out of Ralph Lauren (RL) in Q4 2019, closing a stake of 293 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in RL in Q4 2018 and held it in 4 quarters. The position peaked at $39K in Q1 2019. 398 funds tracked by Wall St. Rank hold RL as of Q4 2019.

  • Liberty Wealth Management reported no remaining Ralph Lauren position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 293 Ralph Lauren shares in Q4 2019, an estimated $28K.
  • Liberty Wealth Management first reported a position in Ralph Lauren in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Ralph Lauren position peaked at $39K in Q1 2019.
  • 398 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.